Legal Question in Wills and Trusts in California

Handicapped California resident with SSI receives inheritance from Uncle in Puer

My handicapped son in California receives SSI and Medi-Cal benefits. His Uncle in Puerto Rico recently died and left him a large amount of money. What should he do to receive the inheritance so that his SSI or Medi-Cal benefits are not affected.


Asked on 1/19/00, 7:39 pm

2 Answers from Attorneys
WILLIAM BRANDWEIN WILLIAM A. BRANDWEIN, A PROFESSIONAL LAW CORP.

Re: Handicapped California resident with SSI receives inheritance from Uncle in

In order to do this correctly the funds should go to a special needs trust for the handicapped child. How to get it there is complicated but needs to be acted upon quickly. You should consult an attorney immediately.

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Answered on 1/25/00, 11:20 pm
Ken Koury Kenneth P. Koury, Esq.

Re: Handicapped California resident with SSI receives inheritance from Uncle in

This is a very complicated issue with limited options. it is too detailed to answer her but i am currently handling a case just like this so if you want to call me i would be happy to give you some free advice.

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Answered on 1/25/00, 1:59 am


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